Foreign institutional investors intensively research A-share companies; the technology sector becomes a key focus

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Entering 2026, foreign institutional investors remain enthusiastic about researching A-shares. Wind data shows that by February 9, a total of 224 foreign institutions have conducted 569 research visits to listed A-share companies this year, including well-known foreign institutions such as Morgan Stanley, BlackRock, Goldman Sachs, and Citibank.

Additionally, several foreign institutions recently released research reports optimistic about the Chinese stock market. For example, Goldman Sachs maintains a “overweight” rating on Chinese stocks and forecasts that the Chinese indices and the CSI 300 will rise by 20% and 12%, respectively. UBS states that Chinese stocks are “attractive,” and this year, the earnings growth forecast for the MSCI China Index is expected to rebound sharply from 2.5% last year to 13.6%, mainly driven by technology stocks.

Looking at the targets of foreign research, Huaming Equipment, Yingstone Innovation, and Inovance Technology rank among the top three in foreign research visits. Additionally, companies like Opto, Yiheda, Anji Technology, China Resources Micro, and Stetway have attracted visits from over 20 foreign institutions. This indicates that foreign research mainly focuses on sectors such as semiconductors and robotics.

UBS Wealth Management CIO Office states that the Chinese market has growth and return potential. China continues to promote technological innovation and self-reliance, creating a favorable business environment for enterprises. Meanwhile, benefits such as healthcare companies expanding abroad, emerging new consumption models, and grid modernization are expected to benefit industries like healthcare, consumer goods, materials, and electrical equipment.

Man Lei, Chief Investment Officer of Invesco China Mainland and Hong Kong, said: “Looking ahead to 2026, we remain optimistic about the Chinese stock market. The continuously improving fundamentals and long-term growth drivers are expected to create a more sustainable structural growth cycle.”

Regarding investment opportunities in China’s stock market, Man Lei believes that firstly, industrial upgrading will be key. Critical sectors such as electric vehicles, pharmaceuticals, and automation are expected to drive next-stage growth. Companies with solid R&D capabilities can seize market demand for advanced products and solutions. Secondly, the AI trend is significant. The release of DeepSeek in early 2025 demonstrates China’s ability to develop cost-effective and high-performance large language models, marking China as a strong competitor in the global AI race. China has one of the world’s largest internet user bases, relatively low energy costs, and the foundational conditions to support large-scale AI development and deployment. Additionally, its vast talent pool, extensive data resources, and efficient automation scaling give China a competitive edge in transforming AI innovation into tangible productivity gains. Thirdly, consumer evolution is notable. Due to demographic shifts and changing consumer preferences, China’s consumer market may undergo significant transformation. Younger consumers are increasingly spending on service and IP-based products, including online gaming, travel, entertainment, and social media. It is expected that more excellent companies will emerge in related industries.

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